1 result for Marketing Managers in Tucson, AZ

Legal Assistant

Tucson, AZ
onsite
Permanent
50000.00 - 65000.00 USD / Yearly
Prepare and assemble living trusts, last wills, deeds, and health care documents to include, Property Power of Attorney, Mental Health Care Power of Attorney, HIPAA Authorizations, and Living Wills. • Review a completed intake and input pertinent information into the client management system for document production. Follow up for clarification with the attorney and/or client. • Identify client needs and bring them to the attorney’s attention for further legal advice. • Proof documents for accuracy. • Final client phone calls to ensure proper spelling of names and beneficiary designations. • In-depth understanding of living trusts, last wills, and health care documents, including Property Power of Attorney, Mental Health Care Power of Attorney, HIPAA authorizations, and Living Wills. • Explain the above documents to the clients, obtain the appropriate signatures, and answer client questions without providing legal advice. • Assemble the estate planning binder, make the appropriate copies for the clients, scan all signed pages, and organize them in the appropriate digital format in the client file. • After each signing meeting record detailed notes summarizing the signing meeting in the client management software. • Conduct Asset Review Meetings, a client-facing meeting where all asset information is obtained and collected to prepare the necessary documents. • Support paralegals and attorneys within the office, which may include preparation of court pleadings, preparation of client or financial correspondence, witness out-of-office signings, delivery of documents, return phone calls, phone back-up, document scanning, printing, copying, and other miscellaneous tasks as needed. • Request reviews. • Assist in enrolling, marketing, networking, and outreach. • Participate and assist in Kinghorn Law | Financial workshops. • Participate in and contribute to internal meetings. • All other tasks assigned by supervisor, Leadership, or attorne
2026-03-02T19:43:47Z